Jim Grubman participated in a lively virtual panel discussion about financial planning, money psychology, and client relationship skills, led by Dr. Meghaan Lurtz of the Columbia University Wealth Management program. Other participants included Dr. Sonya Lutter and Dr. Brian Portnoy.

Jim was interviewed by Maureen Kelley, Director of Family Office Services at BOK Financial Private Wealth, on generational perspectives and positive approaches to wealth.

Jim Grubman, Dennis Jaffe, and Kristin Keffeler returned to the annual PPI Rendezvous for an in-depth workshop on practical implementation of Wealth 3.0. They distributed free copies of the just-released book and led a lunchtable discussion that was so well-attended it had to get moved to an inside room with three large tables to accommodate […]

Jim presented to the Bailey Program at the University of Denver about the Ten Domains of Family Wealth, the conceptual model pioneered by the UHNW Institute. The Roundtable was well attended and produced a lively discussion looking at the benefits and challenges of integrated services in different practice settings.

At the 2023 FFI annual conference in NYC, the co-authors of the book Wealth 3.0 discussed their perspective on distinguishing family wealth advising from family business advising among other aspects of the new paradigm.

Jim presented an overview of multigenerational wealth advising from a Wealth 3.0 perspective at the Eagle Strategies (NY Life) premier event for advisors in Scottsdale AZ.